Community Office Branch Manager (Flex Team)

Canandaigua National Bank & Trust Co • Rochester, NY

6d • Hybrid

About The Position

The Community Office Manager is responsible for managing an assigned Community Office to meet the financial services needs of customers in the community. Working as the leader within the Community Office sales/service team, the Community Office Manager will implement strategies to achieve goals developed for the office, ensuring compliance with operations policies and procedures and outside regulatory requirements. The Community Office Manager will directly supervise staff within the office and independently interact with customers towards a mutual benefit. This includes the ability to adequately deliver a solution to a customer situation, a demonstrated ability to achieve personal sales/acquisition goals, and the ability to motivate, coach and mentor Community Office personnel towards their individual and Community Office goal attainment. The Assistant Manager is expected to understand, comply, and enforce operating policies and procedures and outside regulatory requirements established for the Retail Services function. This role should actively develop customer relationships in an effort for long term association including active involvement in outside community associates as a representative of the bank. This position also directly supervises, coaches and mentors assigned personnel.

Requirements

• A B.S. or B.A. degree or equivalent combination of education and work experience normally required.
• Specialized banking education and training.
• Notary certification or willingness to obtain as requested.
• A minimum of three (3) years' related banking experience required.

Nice To Haves

• Demonstrated leadership attributes.
• Ability to adequately deliver a solution to a customer situation.
• Demonstrated ability to achieve personal sales/acquisition goals.
• Ability to motivate, coach and mentor Community Office personnel towards their individual and Community Office goal attainment.
• Actively manages internal sales experience of the Community Office; creates motivation and sales culture.
• Provides timely sales information and/or reports.
• Supports Group Manager, Retail Banking in their efforts to make certain that all office operations are performed in accordance with established Bank policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc.
• Establishes quantitative sales objectives with Retail Regional Managers.
• Develops individual sales plans for targeted achievement.
• Expected to independently solicit new business from present and prospective customers; maintains ongoing business relationships with current customers to take advantage of additional cross-selling opportunities.
• Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs.
• Makes “outside” sales and customer service calls on present and prospective clients within the market area.
• Keeps personnel informed of pertinent policies and procedures affecting the office and/or platform; creates an atmosphere in which upward communication from employees is encouraged.
• Administers as needed, personnel policies and procedures as established by Bank policy.

Responsibilities

• Manage an assigned Community Office to meet financial services needs of customers.
• Implement strategies to achieve office goals, ensuring compliance with policies and regulations.
• Directly supervise staff within the office.
• Independently interact with customers, delivering solutions and achieving personal sales/acquisition goals.
• Motivate, coach, and mentor Community Office personnel towards goal attainment.
• Understand, comply, and enforce operating policies, procedures, and regulatory requirements.
• Actively develop customer relationships for long-term association.
• Actively participate in outside community associations as a representative of the bank.
• Oversee office platform and remedy customer situations.
• Provide direct service to customers with respect to deposit, loan, trust, and other miscellaneous products and services.
• Open and close the Community Office.
• Assist customers in obtaining specialized services from other bank departments.
• Provide help to customers with specific inquiries or service problems.
• Guarantee signatures as required.
• Perform special projects and other tasks as assigned.
• Comply with established operating policies and procedures to support the Bank’s adherence to outside regulatory requirements.
• Assist with organizing the work and activities of the Community Bank Office to achieve established goals.
• Monitor the efficiency and performance of the office versus established standards.
• Keep personnel informed of pertinent policies and procedures affecting the office and/or platform.
• Create an atmosphere in which upward communication from employees is encouraged.
• Administer, as needed, personnel policies and procedures as established by Bank policy.
• Actively participate in the community in a manner that reflects favorably on the bank.

Benefits

• Medical, dental, vision, FSA, HSA options for both part-time and full-time employees.
• Medical coverage is also offered for domestic partners.
• Paid holidays, vacation, and sick time.
• Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
• Training & development opportunities.
• Tuition assistance.
• Community focused volunteer opportunities.
• Banking perks and discount programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager